Golden State Wealth Management’s Healthcare Realty HR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,557
| Closed | -$26.3K | – | 1614 |
|
|
2025
Q1 | $26.3K | Buy |
+1,557
| New | +$26.3K | ﹤0.01% | 734 |
|
|
2020
Q2 | – | Sell |
-299
| Closed | -$7K | – | 491 |
|
|
2020
Q1 | $7K | Buy |
+299
| New | +$7K | ﹤0.01% | 684 |
|
|
2019
Q4 | – | Sell |
-1,449
| Closed | -$43K | – | 430 |
|
|
2019
Q3 | $43K | Buy |
1,449
+21
| +1% | +$623 | 0.01% | 462 |
|
|
2019
Q2 | $39K | Hold |
1,428
| – | – | 0.01% | 502 |
|
|
2019
Q1 | $41K | Buy |
+1,428
| New | +$41K | 0.01% | 496 |
|